Aevitas Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Aevitas Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-117	Closed	-$40K	–	235
2019 Q1	$40K	Hold	117	–	–	0.04%	204
2018 Q4	$35K	Hold	117	–	–	0.04%	207
2018 Q3	$43K	Hold	117	–	–	0.04%	213
2018 Q2	$42K	Hold	117	–	–	0.04%	212
2018 Q1	$40K	Hold	117	–	–	0.04%	196
2017 Q4	$40K	Buy	+117	New	+$39.4K	0.04%	201

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aevitas Wealth Management's MDY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2019, closing a stake of 117 shares — an estimated $40K sold.

Aevitas Wealth Management first reported a position in MDY in Q4 2017 and held it in 6 quarters. The position peaked at $43K in Q3 2018. 855 funds tracked by Wall St. Rank hold MDY as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 117 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2019, an estimated $40K.
Aevitas Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $43K in Q3 2018.
855 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.